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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-27 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinellas County Schools | St. Petersburg | FL | 05/2024 | Present |
| Alternative Education Foundation | Davie | FL | 08/2022 | 05/2024 |
| Broward County Public Schools | Plantation | FL | 08/2018 | 08/2022 |
| University Of Florida | Gainesville | FL | 08/2014 | 08/2018 |
| Valic Financial Advisors, Inc | Houston | TX | 05/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/28/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell non-securities insurance products for AGIA UNITED WAY - SUNCOAST POSITION: Financial Coach NATURE: Not profit that works in a variest of way to improve societal outcomes in the community, including financial literacy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 4925 Independence Pkwy # 120, Tampa FL 33634, United States DESCRIPTION: Provide free financial coaching to people and families who need it. It is a volunteer role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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